01
Send one seller utility form link
Share your reusable seller link by email, text, signature, or checklist. Sellers enter the property address and start from their phone or computer.
Workflow
How UtilitySheet turns one seller link into a clean utility handoff
UtilitySheet is designed to be simple for sellers and useful for transaction teams. After signup, your reusable seller link starts the process; guided utility intake keeps information cleaner; and finished output is ready to review, share, and update from the dashboard.
How it works
How the seller-link flow works
Set up one reusable link, add it to your listing email template or send it directly, then let the seller complete the utility form from their phone.
01.Set up your reusable seller link
Your workspace starts with one seller link you can reuse across files. Add it to your listing email template, text template, checklist, or send it directly on a transaction.
02.Seller enters the address and confirms utilities
Sellers open the link on their phone, enter the property address, and move through a guided utility form. UtilitySheet can suggest likely providers based on the address, and sellers can confirm, search, or type their own answer.
03.Get a clean sheet and PDF back
After submission, your team gets a clean web sheet and downloadable PDF. Your completion email can include the finished PDF automatically, and Pro/Teams can make dashboard edits that carry through to future PDF downloads.
The three parts of the workflow
Each part is lightweight on purpose so the process is easy to repeat across listings.
02
Let the seller confirm utility providers
UtilitySheet guides the seller through each utility. Where suggestions are available, sellers can confirm, search, or type their own provider details, and nearly 86% of started UtilitySheets are completed.
03
Review, edit if needed, and share the final sheet
The finished utility sheet is ready as a web view and downloadable PDF. Add it to the file, share it with buyers or support teams, and make dashboard-side corrections on Pro and Teams.
Where it fits in your process
Transaction coordinators and agents usually slot UtilitySheet into the same moment they would normally send a utility checklist, email, or follow-up text.
Add the reusable seller link to your listing-to-closing checklist or email template once, then reuse it on every file.
When the seller submits, review the finished utility sheet in the dashboard before sharing it with buyers, agents, support staff, or anyone else who needs the information.
On Pro and Teams, you can correct capitalization, addresses, provider names, or contact details after submission without reopening the seller form.
Use Simple mode when you just need utilities, or Advanced Utility Packet mode when the deal needs deeper transition details.
Keep the workflow branded on paid plans so the handoff matches the rest of your client communication.
Related pages
These pages go deeper on role-specific use cases and plan details.